Dorchester Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.9M | Sell |
9,247
-50
| -0.5% | -$10.3K | 0.38% | 53 |
|
|
2024
Q3 | $1.67M | Sell |
9,297
-925
| -9% | -$166K | 0.3% | 57 |
|
|
2024
Q2 | $1.52M | Buy |
10,222
+185
| +2% | +$27.6K | 0.29% | 59 |
|
|
2024
Q1 | $1.6M | Sell |
10,037
-115
| -1% | -$18.4K | 0.29% | 60 |
|
|
2023
Q4 | $1.35M | Sell |
10,152
-425
| -4% | -$56.5K | 0.25% | 62 |
|
|
2023
Q3 | $1.19M | Buy |
+10,577
| New | +$1.19M | 0.24% | 66 |
|